If I have Tax Loss Harvesting enabled, how long will I be in the tertiary position?

Published Oct. 22, 2020 | Updated Oct. 04, 2023

Our optimizer prefers to shed tertiaries from the portfolio when there is no wash sale impact. This does not guarantee that it will be removed, but our optimization algorithms are guided to avoid tertiary exposure. To learn more about TLH+, please review our TLH+ white paper and TLH+ disclosures.